Global Small and Mid-Cap
BEG0969AU
Global Small and Mid-Cap BEG0969AU Strategy
The Fund intends to invest substantially all of its assets in the Underlying Strategies. The Underlying Strategies invest substantially all of their assets (i.e. the assets of an underlying pooled investment fund and/or assets of a mandate) in a portfolio of global small-cap and mid-cap shares. The Fund aims to be invested with multiple active Underlying Investment Managers whose investment strategies emphasize performance above the benchmark while aiming to control risk.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Listed Investment Companies monthly performance: November 2024
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Listed Investment Companies monthly performance: October 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,569.10 | 112.30 | 1.33% |
| CAC 40 | 7,634.74 | 160.15 | 2.14% |
| DAX 40 | 20,655.39 | 80.71 | 0.39% |
| Dow JONES (US) | 43,164.14 | 57.41 | -0.13% |
| FTSE 100 | 8,391.90 | 90.77 | 1.09% |
| HKSE | 19,522.89 | 236.82 | 1.23% |
| NASDAQ | 19,404.08 | 107.16 | -0.55% |
| Nikkei 225 | 38,572.60 | 128.02 | 0.33% |
| NZX 50 Index | 13,000.67 | 57.10 | 0.44% |
| S&P 500 | 5,942.88 | 7.03 | -0.12% |
| S&P/ASX 200 | 8,327.00 | 113.70 | 1.38% |
| SSE Composite Index | 3,236.03 | 8.92 | 0.28% |